{"id":2374,"date":"2016-09-21T15:52:43","date_gmt":"2016-09-21T03:52:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=2374"},"modified":"2023-08-23T21:23:53","modified_gmt":"2023-08-23T21:23:53","slug":"a201317","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a201317\/","title":{"rendered":"Move budget form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\" alt=\"Options menu icon\" width=\"25\" height=\"23\" \/><\/a>options menu in the top header area of the budget view page, as shown in Figure 1. Alternatively you can access the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/move.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-117\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/move.svg\" alt=\"Move icon\" width=\"25\" height=\"25\" \/><\/a>move popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Budgets<\/strong> tab at the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a>programme, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a>project, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-233\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Subproject icon\" width=\"24\" height=\"19\" \/><\/a>sub-project, or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-171\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\" alt=\"Change requests icon\" width=\"21\" height=\"23\" \/><\/a>change request view pages, as shown in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/move_budget_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-8365\" src=\"\/help\/wp-content\/uploads\/2023\/08\/move_budget_1.png\" alt=\"\" width=\"165\" height=\"74\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via options menu\u00a0<\/strong><\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/move_budget_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-8366\" src=\"\/help\/wp-content\/uploads\/2023\/08\/move_budget_2.png\" alt=\"\" width=\"1758\" height=\"174\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Access via budget tab\r\n<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is\u00a0used to move an existing <a href=\"\/help\/a450\">budget<\/a>.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/move_budget_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-8367\" src=\"\/help\/wp-content\/uploads\/2023\/08\/move_budget_3.png\" alt=\"\" width=\"659\" height=\"494\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Move budget form<\/strong><\/p>\r\nUse the tree navigation layout to select the new parent asset. You can show or hide levels or sub-levels by clicking on the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-602\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\" alt=\"expand nav icon\" width=\"20\" height=\"22\" \/><\/a>expand or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-1061\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\" alt=\"collapse icon\" width=\"26\" height=\"21\" \/><\/a>collapse icons.\r\n\r\nSelect the name of your desired parent asset and if you are happy with the selection click on the &#8220;<strong>Move budget<\/strong>&#8221; button at the bottom of the form.\r\n\r\nNote: names with a\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1804\" src=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\" alt=\"pink background\" width=\"108\" height=\"22\" \/><\/a> cannot be selected.\r\n\r\nIf you do not want to move this budget anymore then you can click on the &#8220;<strong>Cancel<\/strong>&#8221; button to close the form.<\/div>\r\n<div class='content-column one_fourth last_column'><strong>Related topics<\/strong>\r\n<ul>\r\n \t<li><a href=\"\/help\/a450\">Budgets<\/a><\/li>\r\n \t<li><a href=\"\/help\/a451\">Add budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a452\">Edit budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201318\">Copy budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a453\">Delete budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a454\">View budget or sub-group page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the options menu in the top header area of the budget view page, as shown in Figure 1. Alternatively you can access the move popup form via the  actions column menu of the Budgets tab at the programme, project, sub-project, or change request view pages,<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":274,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-2374","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Move budget form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Move budget form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a201317\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Move budget form - 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